Page updated: 13 April 2023
Editing a user
- Click <My Profile> | Administration | Users | Users.
- Enter the user's Last name and click Find.
- Click the user hyperlink.
- To change user details, click Change.
- Make your changes to the User fields.
A user's logon password must begin with a digit or letter. You cannot use a special character as the first character in a user's logon password.
- Make your changes to the More User Details fields.
- Click Save.
- To change user preferences, click the User Preferences tab and click Edit.
- Make your changes to the User Preferences fields.
- Click Save.
- Users can change their preferences in <My Profile> | Preferences. Updated settings are immediately reflected in <My Profile> | Administration | Users | User Preferences.
- To change user security profile rights, click the Security tab.
- Click the profile the user is currently associated with.
- Make the changes to the Security Profile fields and profile rights.
- You can view and navigate to the Security Profile assigned to a user from the Security tab. If the user has direct rights into any territories, you can edit them on this tab.
- You can switch a user’s existing profile in Profile name on the User Details tab. For example, from Sales Manager to Marketing Manager.
- Click Save.
|
|